Updating G/L Budgets in Employee Center (EWA/Portal)

Modified on Sat, 20 Jul at 10:44 AM

Information

Product: Sparkrock 2016
Summary: Setting up Employee Center (EWA/Portal) Purchase Requisition G/L budgets for a new year

Details

This process describes the steps to setup Purchase Requisition G/L budgets for a new year. This change is required for Employee Center (aka Portal, EWA) to determine values for the incoming year. This can be setup in advance for many years .

Resolution

In the Search field, enter Purchase Requisition G/L Budgets.
Select Purchase Requisition G/L Budgets. The Purchase Requisition G/L Budgets window opens.
On the Ribbon, click New.
A new record is inserted.
From the Start Date drop-down, select the date upon which the portal will display the budget for users to start using.
NOTE: The Start Date controls which budget name the system refers to during budget verification. It does so by checking the transaction posting date (for example, a purchase order made on 08/01/08 falls under G/L Budget Name 2008, which has a start date of 01/01/08).
From the G/L Budget Name drop-down, select the appropriate budget.
From the Calculation Start Date drop-down, select the date to be used by the calculations as the starting date.
In the Calculation End Date drop-down, select the date to be used by the calculations as the ending date.